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Subsidiary Books - Part 2

"Returns and bills - handling the reverse flow and credit instruments."

After learning Purchases and Sales Books, we now cover books for goods returned and bills of exchange.

Books Covered in This Lesson

1. Purchases Returns Book
2. Sales Returns Book
3. Bills Receivable Book
4. Bills Payable Book

1. Purchases Returns Book (Returns Outward Book)

Purpose: Record goods returned TO suppliers (credit purchases returned).

What to Record:

  • ✓ Credit purchases returned
  • ✗ Cash purchases returned (in Cash Book)
  • ✗ Sales returns (different book)

Format

Date | Supplier Name | Debit Note No. | L.F. | Amount (₹)
-----|--------------|----------------|------|----------
Jan 5| Ram & Co.    | DN-101         |      | 5,000
Jan 8| ABC Ltd.     | DN-102         |      | 8,000
Jan15| Mohan Traders| DN-103         |      | 3,000
-----|--------------|----------------|------|----------
     | Total        |                |      | 16,000

Posting to Ledger

Individual Posting:

  • Debit each supplier's account (reduces liability)

Periodic Total Posting:

  • At month-end: Credit Purchases Returns Account with total

Example Ledger Entries:

Ram & Co. Account

Dr.                  Ram & Co. A/c                  Cr.
------------------------------------------------------------
Jan 5 | By Purchases Returns | 5,000 |

Purchases Returns Account

Dr.               Purchases Returns A/c            Cr.
------------------------------------------------------------
                |                | Jan 31 | By Sundry Creditors | 16,000
(Total from Purchases Returns Book)

2. Sales Returns Book (Returns Inward Book)

Purpose: Record goods returned BY customers (credit sales returned).

What to Record:

  • ✓ Credit sales returned
  • ✗ Cash sales returned (in Cash Book)
  • ✗ Purchases returns (different book)

Format

Date | Customer Name     | Credit Note No. | L.F. | Amount (₹)
-----|------------------|-----------------|------|----------
Feb 3| Sharma Stores    | CN-201          |      | 6,000
Feb 7| Gupta Enterprises| CN-202          |      | 12,000
Feb10| City Mall        | CN-203          |      | 4,000
-----|------------------|-----------------|------|----------
     | Total            |                 |      | 22,000

Posting to Ledger

Individual Posting:

  • Credit each customer's account (reduces asset/receivable)

Periodic Total Posting:

  • At month-end: Debit Sales Returns Account with total

Comparison: Purchases vs Sales Returns

BasisPurchases ReturnsSales Returns
Other NameReturns OutwardReturns Inward
DirectionWe return goods to supplierCustomer returns goods to us
DocumentDebit Note issued to supplierCredit Note issued to customer
Individual PostingDebit Supplier's A/cCredit Customer's A/c
Total PostingCredit Purchases Returns A/cDebit Sales Returns A/c
EffectReduces our liabilityReduces our asset

3. Bills Receivable Book

Purpose: Record bills accepted BY customers (we will receive money).

What is a Bill Receivable?

  • A bill of exchange where the customer (debtor) accepts to pay us
  • It's an asset for us (right to receive money)

Format

Date | From Whom Received | For What   | Due Date  | L.F. | Amount (₹)
-----|-------------------|-----------|-----------|------|----------
Mar 2| Ramesh            | Goods sold| 2nd May   |      | 50,000
Mar 8| Suresh            | Old debt  | 8th June  |      | 30,000
-----|-------------------|-----------|-----------|------|----------
     | Total             |           |           |      | 80,000

Posting to Ledger

Individual Posting:

  • Credit the respective debtor's account (liability settled)

Periodic Total Posting:

  • Debit Bills Receivable Account with total

4. Bills Payable Book

Purpose: Record bills we accepted TO creditors (we will pay money).

What is a Bill Payable?

  • A bill of exchange where we (the debtor) accept to pay the creditor
  • It's a liability for us (obligation to pay)

Format

Date | To Whom Given  | For What      | Due Date  | L.F. | Amount (₹)
-----|---------------|--------------|-----------|------|----------
Apr 3| Mohan & Co.    | Goods bought | 3rd July  |      | 40,000
Apr10| XYZ Suppliers  | Old dues     | 10th Aug  |      | 25,000
-----|---------------|--------------|-----------|------|----------
     | Total          |              |           |      | 65,000

Posting to Ledger

Individual Posting:

  • Debit the respective creditor's account (liability reduced)

Periodic Total Posting:

  • Credit Bills Payable Account with total

Real-World Case Study

📋 Case Study: D-Mart's Returns Management System

❗ Scenario:
D-Mart (Avenue Supermarts) handles thousands of product returns daily from expired/damaged goods. They use automated subsidiary books to track all returns.
💡 Analysis:
Integrated ERP system with: (1) Sales Returns Book auto-updated when store accepts customer return, (2) Purchases Returns Book updated when goods shipped back to supplier (Britannia, Nestle, etc.), (3) Real-time ledger posting to supplier accounts
✅ Outcome:
99.8% accuracy in supplier payments, automated debit note generation, reduced disputes, and accurate P&L calculation (returns reduce gross profit).

Transaction Flow Timeline

⏳ Chronology of Events

Day 1

Goods Purchased

Purchased goods worth ₹1,00,000 from ABC Ltd on credit. Recorded in Purchases Book.

Day 5

Goods Returned

Found defective items worth ₹10,000. Issued Debit Note DN-101 to ABC Ltd. Recorded in Purchases Returns Book.

Day 10

Bill Accepted

Accepted bill of ₹90,000 payable in 60 days. Recorded in Bills Payable Book.

Day 70

Bill Honored

Paid ₹90,000 on due date. Recorded in Cash Book.


Summary of All Subsidiary Books

Note

Complete List:

  1. Purchases Book → Credit purchases of goods
  2. Sales Book → Credit sales of goods
  3. Purchases Returns Book → Goods returned to suppliers
  4. Sales Returns Book → Goods returned by customers
  5. Bills Receivable Book → Bills accepted by debtors
  6. Bills Payable Book → Bills we accepted to creditors
  7. Cash Book → All cash & bank transactions
  8. Journal Proper → All other transactions

Each serves a specific purpose, saving time and reducing errors!


Common Exam Questions

Q: Where is cash purchase return recorded?
A: Cash Book (credit side), NOT Purchases Returns Book.

Q: What document is issued for purchases returns?
A: Debit Note (to the supplier).

Q: Bills Receivable is an asset or liability?
A: Asset (we will receive money).


Quiz: Subsidiary Books Part 2

Test Your Knowledge

Question 1 of 5

1. Purchases Returns Book records:

All purchases returned
Only credit purchases returned
Cash purchases returned
Sales returned